Connect your inboxes once. Every client email lands on the right client, noise is filtered, your rules run, and requests become draft tasks someone accepts with one click.
Polled continuously. Pasted notes and .eml uploads work too.
Messages grouped into threads, with direction and dedupe.
Sender domain and contacts link the thread to a client.
Label, assign, ignore, or escalate on your conditions.
AI drafts a task. A person accepts it.
Messages from a shared inbox and team Gmail accounts become conversations on the client record. Labels sync, response times are tracked, newsletters and notifications are filtered out, and a health monitor alerts the team if ingestion ever stalls.
Can we swap the hero photo on the services page before Friday?
Bookings form isn't showing in analytics anymore
Looks great, approved for October 👍
Remittance advice for invoice INV-1042
When a message asks for work, AI reads the thread with the client's recent history and drafts a task: title, client, project and due date. Accept it, edit it, or turn it into a note on the conversation. Accepted tasks land in the workload planner. A dedicated view shows every task created this way.
Build conditions on sender, subject and content, then act: assign, label, ignore or route. Apply a new rule retroactively to the existing inbox in one click.
| When | Then | On |
|---|---|---|
| Sender ends with @stripe.com | Label Billing | On |
| Subject contains “invoice” | Assign to AK | On |
| From a newsletter | Ignore | On |
| Body contains “urgent” | Notify account manager | Off |
Invites in the inbox link to the meeting already synced from Google Calendar. Meeting notes become actions. On each client, a running AI summary pulls it together: situation, risks, commitments, open questions and sentiment.
Mailouts to saved tag lists, a full-page template editor, test sends and a per-recipient log. Pair them with your pipeline.
Event-triggered emails with a condition builder, plus pause and resume.
Every email sent to a client, including reports, with delivery and open status.
Tasks, milestones, capacity, timesheets
Explore →Keywords, ideas, writing, approvals, calendar
Explore →Client hub, onboarding, access, portal
Explore →Pipeline, quotes, proposals, invoices
Explore →Reports, BI, portfolio, presentations
Explore →One link for client Google platform access
Explore →Tell us a little about your agency and we'll book a 30-minute walkthrough with your own clients in mind.
Your request is in. Expect a reply within one business day with a few times to pick from.